Private Wealth Advisor

We are seeking a highly motivated and client-focused Private Wealth Advisor to join our clients growing wealth management team. The ideal candidate will hold the Certified Financial Planner (CFP) designation and have a strong track record of building trusted client relationships, delivering comprehensive financial advice, and helping individuals and families achieve their long-term financial goals.

Responsibilities

• Serve as the primary point of contact for a portfolio of high-net-worth and ultra-high-net-worth clients.
• Develop personalized wealth management strategies that integrate investment management, financial planning, tax efficiency, retirement planning, estate planning, and risk management.
• Conduct detailed discovery meetings to assess clients' financial situations, objectives, and risk tolerance.
• Manage and grow client relationships through proactive communication, portfolio reviews, and ongoing financial guidance.
• Collaborate with internal teams, including investment strategists, tax advisors, and estate planning professionals, to deliver holistic solutions.
• Stay informed on market trends, regulatory changes, and industry best practices.
• Maintain compliance with firm policies, FINRA / SEC regulations, and fiduciary standards.
• Prospect new clients through referrals, networking, and business development efforts.

Qualifications

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